Transcript of "Customers Delight-Sales Order Enterin,Booking,Picking And Shipping Made Easy"

1.
Customers’ Delight – Sales Order Booking, Picking and Shipping Made
Easy – Using Forms Personalization
Overview
The purpose of this document is to to sophisticate the work of the end-user and to give him a
pleasure of using Oracle Applications.
Requirement
Training the End-Users is always a challenging task. They normally find a hard time to
understand and remember the navigation. This is an idea regarding effective usage of User
Interface messages to ease their work with Oracle Applications.
Solution Approach and Flow chart of the Process Flow
Using Forms Personalization in Oracle Applications.
Entering the Booking the UI Message will navigate you regarding the
Sales Order Sales Order proceedings. Navigation to Shipping
Transaction Form directly from SO form by
clicking “Picking and Shipping Made Easy”
The Sales Order Number
will be defaulted in the
Shipping Transaction Form UI Message will navigate you regarding the
proceedings.Also “Launch Pick Release”
action will be defaulted and the control will
be placed at “Go” button. Pick your Item.
Staged/Pick No
Confirmed
Yes
UI Message will navigate you regarding the proceedings. Navigation to Perform “Back Order”
Shipping Transaction Form directly from SO form by clicking “Picking
and Shipping Made Easy” menu item which is attached in Actions Menu.
The Delivery Number will be
defaulted in the Shipping
Transaction Form Ship your order
UI Message will navigate you regarding the
proceedings.Also “Ship Confirm” action will be
defaulted at the delivery tab.
Pre-requisites
1. Have access to or have installed licensed version of Oracle Applications R12
customersdelight-soenterinbookingpickingandshippingmadeeasy-091002063735-phpapp01.doc
Page 1 of 23

2.
2. Having access to Forms personalization window.
Assumptions
The section lists the complete set of assumptions that need to be considered along with the other
constituents of this solution.
1. The is a instance of Oracle Applications version R12
2. Single user is responsible for Entering/Booking/Picking and Shipping the order
3. Sales Order consists of single line
4. User only performing Entering,Booking,Picking and Shipping the order
Activities
The way it works after Forms Personalization
Screen: 1 (Header Information)
customersdelight-soenterinbookingpickingandshippingmadeeasy-091002063735-phpapp01.doc
Page 2 of 23

4.
Screen: 4 (In this Shipping Transaction Form Source System and Sales Order
Number will be automatically assigned)
customersdelight-soenterinbookingpickingandshippingmadeeasy-091002063735-phpapp01.doc
Page 4 of 23

7.
Screen: 9 (The Control will automatically go to Delivery and Delivery Number will
be automatically assigned)
customersdelight-soenterinbookingpickingandshippingmadeeasy-091002063735-phpapp01.doc
Page 7 of 23

11.
Action: 2
Declaring Global Variable for passing the Sales Order Number from SO form to
Shipping Transaction Form
Condition: 2
When-Validate-Record (Line)
customersdelight-soenterinbookingpickingandshippingmadeeasy-091002063735-phpapp01.doc
Page 11 of 23

13.
Action: 1
Condition: 4
Zooming from SO form to Shipping Transaction Form
customersdelight-soenterinbookingpickingandshippingmadeeasy-091002063735-phpapp01.doc
Page 13 of 23

14.
Action: 1
Launching Shipping Transaction Form
Shipping Transaction Form:
Condition: 1
Checking whether we have the passed the Global Variable from Sales Order form to
Shipping Transaction Form correctly or not. Also we are checking “Order Number”
field is blank or not.
customersdelight-soenterinbookingpickingandshippingmadeeasy-091002063735-phpapp01.doc
Page 14 of 23

15.
Action: 1
Assigning the Source System = “Order Management”
Action: 2
Assigning the Global Variable to the Order Number field.
customersdelight-soenterinbookingpickingandshippingmadeeasy-091002063735-phpapp01.doc
Page 15 of 23

16.
Action: 3
Committing the form
Condition: 2
Checking the Line Status. If it is “Ready to Release” then we should perform
“Launch Pick Release”
customersdelight-soenterinbookingpickingandshippingmadeeasy-091002063735-phpapp01.doc
Page 16 of 23

17.
Action: 1
Assigning the values for Actions from LOV.It should be “Launch Pick Release”
Action: 2
Placing the Control at the “GO” button
customersdelight-soenterinbookingpickingandshippingmadeeasy-091002063735-phpapp01.doc
Page 17 of 23

19.
Action: 1
Checking for the existence of “Message” window.
(FYI: Forms Personalization will be executed first before the core code does)
Condition: 4
Checking the Line Status. If it is “Staged/Pick Confirmed” then we should do “Ship
Confirm”
customersdelight-soenterinbookingpickingandshippingmadeeasy-091002063735-phpapp01.doc
Page 19 of 23

20.
Action: 1
Automating the control to Delivery Tab
Action: 2
Automating the Control to the Delivery Tab
Action: 3
customersdelight-soenterinbookingpickingandshippingmadeeasy-091002063735-phpapp01.doc
Page 20 of 23

21.
Assigning the Delivery Number to the Delivery Number field. (We got this Number
from the Lines Tab)
Action: 4
Committing the form
Condition: 5
customersdelight-soenterinbookingpickingandshippingmadeeasy-091002063735-phpapp01.doc
Page 21 of 23

23.
id
="_x0
000_i1
Action: 2
Assigning Null Value to Global Variable
Solution Salient Features
The following are the salient features
1. User Friendly
2. No invasive customization of any standard Oracle components.
3. Simple approach with the tangible end deliverables clearly identified for each stage.
Concluding Notes
1. The contents of this document the first cut of a solution approach and design for a
prototype.
2. The Same Methedology can be used for the Sales Order with Multiple Lines with some
enhancements
3. The Same Idea of using Guidance UI messages can be implemented to all the complex
navigation in Oracle Applications
customersdelight-soenterinbookingpickingandshippingmadeeasy-091002063735-phpapp01.doc
Page 23 of 23